This is a remote position.
Role: Quality Checker (Pensions & Investments)
Day Rate: 300 inside IR35
Start Date: March 2026
Location: Remote
IT Equipment Provided
We are currently looking for Quality Checkers to work as part of a high performing team helping a major financial service provider deliver a past business review project focused on investment product sales. You will be working in a results-orientated environment where your core responsibility will be to complete quality checks on investment file reviews to ensure accurate and high-quality decision making.
- Conduct quality checks on suitability assessments across a range of different product types (including ISA OEICs Investment Bonds Structured Products and Pensions)
- Conduct quality checks on customer contact (including telephone calls) performed to gather additional information required to reach a decision
- Conduct quality checks on redress calculations
- Conduct quality checks on outbound letters
- Provide detailed feedback including clear instructions for remedial action (where appropriate)
- Provide support to operations in customer facing environment
- Conduct Process Confirmations (Buddying in/Observing Team)
Supplementary Responsibilities
- Learn and understand the process in depth
- Provide support to the wider team and working with the team leaders and senior operations manager to drive a consistent level of quality across all files
- Collate thematic findings to continually improve quality by suggesting where there are gaps in knowledge and where additional training may be appropriate
- Where applicable attend client facing meetings and discuss technical aspects of the reviews (on a case-by-case basis) e.g. Case Clinic
- RQF Level 4 in a suitable qualification e.g. CII Advanced Diploma in Financial Planning (or equivalent)
- 6 months QC experience within a similar role
- Strong customer focus and experience working in a customer-facing environment.
- Ability to demonstrate decision making using a holistic approach
- Excellent attention to detail and accuracy
- Excellent communication and presentation skills
This is a remote position.Role: Quality Checker (Pensions & Investments) Day Rate: 300 inside IR35 Start Date: March 2026 Location: Remote IT Equipment Provided Role Overview We are currently looking for Quality Checkers to work as part of a high performing team helping a major...
This is a remote position.
Role: Quality Checker (Pensions & Investments)
Day Rate: 300 inside IR35
Start Date: March 2026
Location: Remote
IT Equipment Provided
We are currently looking for Quality Checkers to work as part of a high performing team helping a major financial service provider deliver a past business review project focused on investment product sales. You will be working in a results-orientated environment where your core responsibility will be to complete quality checks on investment file reviews to ensure accurate and high-quality decision making.
- Conduct quality checks on suitability assessments across a range of different product types (including ISA OEICs Investment Bonds Structured Products and Pensions)
- Conduct quality checks on customer contact (including telephone calls) performed to gather additional information required to reach a decision
- Conduct quality checks on redress calculations
- Conduct quality checks on outbound letters
- Provide detailed feedback including clear instructions for remedial action (where appropriate)
- Provide support to operations in customer facing environment
- Conduct Process Confirmations (Buddying in/Observing Team)
Supplementary Responsibilities
- Learn and understand the process in depth
- Provide support to the wider team and working with the team leaders and senior operations manager to drive a consistent level of quality across all files
- Collate thematic findings to continually improve quality by suggesting where there are gaps in knowledge and where additional training may be appropriate
- Where applicable attend client facing meetings and discuss technical aspects of the reviews (on a case-by-case basis) e.g. Case Clinic
- RQF Level 4 in a suitable qualification e.g. CII Advanced Diploma in Financial Planning (or equivalent)
- 6 months QC experience within a similar role
- Strong customer focus and experience working in a customer-facing environment.
- Ability to demonstrate decision making using a holistic approach
- Excellent attention to detail and accuracy
- Excellent communication and presentation skills
View more
View less